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CLBAX vs MACPX
CLBAX vs MACPX Comparison
Open Charts CLBAX vs MACPX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
BlackRock Balanced Institutional
Price$27.82
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.7B
CLBAX vs MACPX Comparison Chart in %
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CLBAX vs. MACPX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and MACPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. MACPX (1.7B). MACPX pays higher dividends than CLBAX: MACPX (2.62) vs CLBAX (1.73). CLBAX was incepted earlier than MACPX: CLBAX (24 years) vs MACPX (52 years). CLBAX (0.58) is less costly to investors than MACPX (0.55). MACPX is a more actively managed with annual turnover of: 101.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MACPX: CLBAX (250) vs MACPX (2000000). CLBAX annual gain was more profitable for investors over the last year : 9.00 vs. MACPX (4.62). CLBAX return over 5 years is better than : 40.59 vs. MACPX (19.19).
| CLBAX | MACPX | CLBAX / MACPX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.55 | 105% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 14.067 | 8.909 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.7B | 15,461% |
| Annual Yield % from dividends | 1.73 | 2.62 | 66% |
| Returns for 1 year | 9.00 | 4.62 | 195% |
| Returns for 3 years | 41.73 | 37.53 | 111% |
| Returns for 5 years | 40.59 | 19.19 | 211% |
| Returns for 10 years | 83.31 | 37.03 | 225% |
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